OWA
Opal Wealth Advisors’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Sell |
16,746
-21,073
| -56% | -$394K | 0.09% | 129 |
|
|
2025
Q1 | $725K | Buy |
37,819
+640
| +2% | +$12.3K | 0.22% | 53 |
|
|
2024
Q4 | $720K | Buy |
37,179
+17,822
| +92% | +$345K | 0.22% | 63 |
|
|
2024
Q3 | $383K | Buy |
19,357
+19,008
| +5,446% | +$377K | 0.12% | 98 |
|
|
2024
Q2 | $6.74K | Buy |
+349
| New | +$6.74K | ﹤0.01% | 738 |
|